William Evans
William Evans is a registered investment advisor at Capital Advisor Network, based in Marion, VA, with 15 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,153 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAN charges a quarterly fee for investment management services, calculated as a percentage of your account's average daily balance. The maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. The custodian will directly debit your account for the advisory fee, or you may pay it separately. If CAN uses a third-party money manager (TPMM), the total fee will not exceed 2.00% and includes CAN's portion and the TPMM's fee.
Location
115 East Main Street, Marion, VA, 24354
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the president of Evans Financial Services, used for financial planning and bookkeeping, dedicating full-time hours. He also engages in independent insurance sales, focusing on life and annuity products, for about 10-20% of his time, and is a member of a real estate investment company, 34 LLC, spending a few hours per week.
Employment History
Current Registrations
Capital Advisor Network
Previous Registrations
Center Street Securities, INC.Broker
Capital Advisor Network
Brookstone Capital Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.